New Keystone Releases: Difference between revisions

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>


==Build 4.7.16 - 2/12/2025==
==Release 5.4.2.0 - 10/8/2026==


===General Ledger Module===
===Dispatch Module===


Import Payroll Transactions
====Order Maintenance====
:Updated to properly handle Impound/Invoice cash management transactions to a different account than check/direct deposit transactions.
:When building the list of payroll runs, include all runs between 1 year in the past to 1 year in the future.


==Build 4.7.15 - 2/6/2025==
:When copying an order, the Plant Id will now be filled in with the current order's Plant Id.


===General Ledger Module===
:Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.


Import Payroll Transactions
:'''A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)'''
:Updated to support multiple pay groups.
:The Payroll Run dropdown list now includes the pay group name.
:Performance improvement when retrieving G/L data from iSolved.


==Build 4.7.14 - 2/5/2025==
:Widen Plant Id field so all three characters are visible.


===General Ledger Module===


Import Payroll Transactions
====Schedule====
:Remove non-completed (void) payroll runs from list of payroll runs.


==Build 4.7.13 - 1/23/2025==
:'''Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.'''


===General Ledger Module===
:Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)


Import Payroll Transactions
:Updated to support multiple legal entities under one client.


==Build 4.7.12 - 1/21/2025==
===Ticketing Module===


===Accounts Payable Module===
====Order Maintenance====


Import Invoices
:Widen Plant Id field so all three characters are visible.
:'''Add ability to import invoice Due Date.'''


===General Ledger Module===


Import Payroll Transactions
===Accounts Receivable Module===
:Updated to support multiple clients.


==Build 4.7.11 - 1/11/2025==
====Edit Product Transactions====


===Payroll Module===
:'''New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)'''


Tax Library
:'''Updated to version 2025-R2 (IL, ND, OR states.)'''


==Build 4.7.10 - 1/3/2025==
====Job Price Maintenance====


===Payroll Module===
:Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)


Tax Library
:'''Updated to version 2025-R1c (LA state.)'''


==Build 4.7.9 - 12/28/2024==
===Cash Management Module===


===Payroll Module===
====Cleared Transaction Report====


Tax Library
:Fix detail report to include transaction amount for void check transaction types.
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''


==Build 4.7.8 - 12/23/2024==


===Payroll Module===
===Services===


Tax Library
====Device Server====
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''


==Build 4.7.7 - 12/13/2024==
:'''Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.'''


===Payroll Module===
==Release 5.4.1.0 - 9/23/2026==


Tax Library
===Dispatch Module===
:'''Updated to version 2025-R1 (Federal-preliminary.)'''


==Build 4.7.6 - 12/3/2024==
====Order Maintenance====


===Dispatch Module===
:Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.


Order Maintenance
:Fix issue where you could add/delete products on an order that is locked by another user.
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''


===Ticketing Module===
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)


Order Maintenance
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''


===Accounts Receivable Module===


Credit Card Pre-Approval
====Ticket Printing====
:'''Add "Comment" grid column.'''


Customer Maintenance<BR>
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
Job Price Maintenance
:'''Add "Auto Hold Tck" checkbox.'''


Customer Maintenance
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''


Import Tickets
====Truck Demand Graph====
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''


Job Price Maintenance
:Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)
:Move "Plant Mix Type" to Dispatch tab.
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
:'''Add blue background (indicating F4 search) to the Job Id field.'''


===Inventory Module===


On Order Maintenance
===Ticketing Module===
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)


===Quote Module===
====Order Maintenance====


Quote Maintenance
:Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
:'''Generate unique File # when adding a new quote.'''
:'''Show "File #" on screen (if quote has a File #.)'''
:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
:'''When booking a job, copy the "File #" field from the quote to the new job.'''


===Accounts Payable Module===


Federal & State 1099 Export
====Order Stack====
:'''No changes for 2024 (ready for 2024 e-filing.)'''


===Purchase Order Module===
:'''Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.'''


P.O. Receipt Maintenance
:Fix EAccessViolation exception when deleting a receipt.


===General Ledger Module===
====Ticket Printing====


Import Payroll Transactions
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
:'''Add system options for Earn and Other G/L Item Categories.'''
:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)


===Payroll Module===


ACA 1094/1095 Export
===Accounts Receivable Module===
:'''No changes for 2024 (ready for 2024 e-filing.)'''


Federal & State W-2 Export
====Job Price Maintenance====
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''


Federal W-2C (Corrections) Export
:Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''


Tax Library
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''


===General===
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)


DataScope<BR>
==Release 5.4.0.0 - 9/16/2026==
Query Export
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''


PDF Viewer
===Dispatch Module===
:'''Save/restore form state, size and position from run to run.'''
:'''Show currently loaded PDF filename in form caption.'''


System Menu
====End Of Day====
:'''When building query menu, add Quotes option to the retricted to module logic.'''
:Take user security roles into account when filtering the query list by module.


System Option Maintenance
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''


===Services===


Keystone REST Server (KServer)
====Open Ticket Stack====
:'''Online Dashboard API: New API added to support Python dashboard.'''
:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.


==Build 4.7.5 - 11/9/2024==
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.


===Payroll Module===


Tax Library
====Order Maintenance====
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''


==Build 4.7.4 - 11/1/2024==
:'''Now supports custom mix design by order (contact support if you need this feature.)'''


===Dispatch Module===
:Allow editing of order with incorrectly specified %/Qty Sold tax column.


Mix Design Maintenance
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
:Filter product lookup to include only Mix type products.


Order Maintenance
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:Prevent new orders from being added for inactive customers.
:'''Highlight loads for a future date with a yellow background.'''
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
:Update the load override time when recalculating loads if necessary.


Schedule
====Schedule====
:Move "View Order" button to bottom-most position on the Order popup dialog.


Ticket Maintenance<BR>
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


===Ticketing Module===
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''


Order Maintenance
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:Prevent new orders from being added for inactive customers.


Ticket Maintenance<BR>
====Ticket Printing====
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


===Accounts Receivable Module===
:'''Send custom mix design to batch control from job/order if specified.'''


Customer Maintenance
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
:'''Add "Web Orders" checkbox to Contacts grid.'''


Import Tickets
:Do not require Pay Class when no payment amount is entered on the payment screen.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


Job Price Maintenance
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.


Open Ticket Stack
:Improved performance of the Truck Id dropdown.
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
:'''Require a Void Reason when a ticket is voided.'''


Print Invoices<BR>
Re-Print Invoices
:'''Add ability to print Order Contact and Phone Number on invoice.'''


Ticket Maintenance
====Truck Demand Graph====
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
:'''Require a Void Reason when a ticket is voided.'''


===Quote Module===
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''


Print Quotes
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''


===Accounts Payable Module===
:'''The minimum Slot Length is now 1 minute.'''


A/P Inquiry
:Fixed the Delivery Time labels so they always reflect time of day.
:'''Add "Last Ck#" grid column.'''


Select Invoice for Payment
:If user does not have security role permission for C/M, do not show the C/M account balance.


===General Ledger Module===
===Ticketing Module===


G/L Batch List
====End Of Day====
:'''Add user checkbox for "Show Trx Description 2".'''


Import Payroll Transactions
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''


===Payroll Module===


Tax Library
====Open Ticket Stack====
:'''Updated to version 2024-R11a.'''


Timecard Maintenance
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
:Fix EAccessViolation exception when deleting a paycheck.


===General===


DataScope<BR>
====Order Stack====
Query Export
:Take user roles into account when filtering the query list by module.


System Option Maintenance
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
:'''Add "Import Payroll Options" section to G/L options.'''


===Services===


Application Server
====Ticket Printing====
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.


Device Server
:Do not require Pay Class when no payment amount is entered on the payment screen.
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''


Keystone REST Server
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.


==Build 4.7.3 - 10/17/2024==
:Improved performance of the Truck Id dropdown.


===Payroll Module===


Tax Library
===Accounts Receivable Module===
:'''Updated to version 2024-R11 (IN counties.)'''


===General===
====A/R Aged Trial Balance====


System Map
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
:Fix issue where an empty white screen appears when viewing the map.


System Menu
:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.


==Build 4.7.2 - 10/11/2024==


===Dispatch Module===
====Cash Posting====


Order Maintenance
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Schedule
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
:Fix order load alert messages not working (introduced in 4.5.6.2.)
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
:'''Add Plant Id to status pop-up.'''
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''


Ticket Printing
====Credit Card Pre-Approval====
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.


===Ticketing Module===
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Order Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Order Stack
====Job Price List====
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.


===Accounts Receivable Module===
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


A/R Inquiry<BR>
Cash Posting<BR>
Customer Maintenance<BR>
Job Price Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Customer Maintenance
====Job Price Maintenance====
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.


Import Tickets
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.


Prepare Remote Ticketing Data
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
:'''Add client-side log messages.'''


Print Invoices
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)


Sales Tax Report
====Pre-Billing Audit List====
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.


===Quote Module===
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''


Prospect Maintenance<BR>
:Include fee paid in payment amount when ticket includes a payment with a fee.
Quote Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


===Accounts Payable Module===


Vendor Maintenance
====Print Invoices====
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


===General Ledger Module===
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.


Batch List
:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)
:'''Print transaction second description line if present.'''


===Payroll Module===


Tax Library
====Products Maintenance====
:'''Updated to version 2024-R10.'''


===General===
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''


Company Database
:Updated to version 25.02.


System Menu
====Sales Tax Rates Maintenance====
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.


Windows Client
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
:When processing an auto-task, initialize client-side log.
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
:When reading file from KServer, raise exception if the response content type is not valid.
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.


===Services===


Application Server
====Ticket Inquiry====
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.


Keystone REST Server (KServer)
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.


==Build 4.7.1 - 9/13/2024==


===Dispatch Module===
====Ticket Maintenance====


Order Maintenance
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)


===Accounts Receivable Module===
:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.


Cash Posting
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.


Customer Maintenance
====A/R Inquiry====
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''


Re-Print Tickets
====Cash Posting====
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)


===General===
====Ticket Inquiry====


Company Database
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.


Reports
:Some reports were not respecting the default font/bold printer options.


===Services===
====Cash Posting Register====


Keystone REST Server (KServer)
====Cash Posting Register (Month End)====
:'''Add "FormatCurr" function.'''
:Fix "StringReplace" function to handle NULL string parameters correctly.
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
:'''Online Customer Portal API: Add "invoice" endpoint.'''


==Build 4.7 - 8/30/2024==
:'''Add "Fee Amount" column with totals on the cash receipts register.'''


===Dispatch Module===


Edit Ticket Times
====Product Classes Maintenance====
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
:'''Display associated status reason description as a hint for all of the eight ticket times.'''


Order Maintenance
====Products Maintenance====
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
:Fix scroll wheel not working correctly on Job Id dropdown.
:Do not copy the W/C Release Time field when copying an order.
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
:Eliminate duplicate "Item Add" event generated when copying order.
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''


Print Orders
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
:'''Add handling for "mix multiplier" auto qty products.'''


Re-Print Tickets<BR>
Ticket Printing
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
:'''Add ability to print the user that originally created the ticket.'''
:'''Add ability to print customer phone number on ticket.'''
:'''Add ability to print the 8 load time source fields on tickets.'''
:'''Add ability to print list price, list totals and savings fields on tickets.'''


Re-Print Tickets<BR>
===Quote Module===
Re-Transfer Tickets
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.


Schedule
====Quote List====
:Do not reset the truck available time if only the custom status is changed.
:Do not reset the truck to clocked out status after shipping and then voiding a load.
:Performance improvement when scrolling or clicking the order grid.
:'''Add "Plt Name" as an optional grid field.'''
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''


Ticket Printing
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


Truck Demand Graph
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.


===Ticketing Module===
===Accounts Payable Module===


Order Maintenance
====Email ACH Stubs====
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.


Order Stack
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
:'''Add "Qty Ord" as an optional grid field.'''


Re-Print Tickets<BR>
Ticket Printing
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
:'''Add ability to print the user that originally created the ticket.'''
:'''Add ability to print customer phone number on ticket.'''
:'''Add ability to print list price, list totals and savings fields on tickets.'''


Re-Print Tickets<BR>
===Cash Management Module===
Re-Transfer Tickets
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.


Ticket Printing
====Transaction Entry====
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


===Accounts Receivable Module===
:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.


A/R Inquiry
:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
:Fix missing QR code when previewing invoice that contains a QR code.
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.


Comparative Customer Sales Report
:'''Add product class selection.'''


Customer Maintenance
===General===
:Significant performance improvement when renaming a customer.
:Show all customer events except those related to customer prices.
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.


Customer Price Maintenance
====Company Database====
:Show only those events related to customer prices.


Edit Ticket Times
:'''Updated to version 28.17.'''
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
:'''Display associated status reason description as a hint for all of the eight ticket times.'''


Import Tickets
:Handle exceptions when calculating sales tax during ticket import.


Job Price Maintenance
====System Database====
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''


Print Invoices
:'''Updated to version 7.0.'''
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''


Print Statements
:'''Add Order Id and the four Ship To fields as available fields on the form.'''


Product Maintenance
====Windows Client====
:Significant performance improvement when renaming a product.
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.


Product Sales by Customer Report<BR>
:'''User Alerts which displays important information at program startup.'''
Product Sales Report
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''


Re-Print Tickets
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
:'''Add ability to print the 8 load time source fields on tickets.'''


Sales Tax Rate Maintenance
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''


Ticket Inquiry
===Services===
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''


Ticket Maintenance
====Application Server====
:'''Use job/customer specific ticket form when printing ticket if specified.'''


===Accounts Payable Module===
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Import Invoices
:Set the payment method for imported invoices from the vendor.


Re-Print ACH Stubs<BR>
====Device Aggregator====
Re-Print Checks
:'''Add Division selection.'''


Vendor Maintenance
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.


===Cash Management Module===


Statement Reconciliation
====Device Server====
:Properly separate Check No and Check Amount columns based on check key.
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
:Record the last change date/time and user when generating combined deposits.


===Payroll Module===
:'''Send "Color Alias" to Keystone Batch.'''
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''


Tax Library
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
:'''Updated to version 2024-R9.'''


===Services===


Application Server
====KServer Loadout API v1====
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''


Device Aggregator
:'''New Loadout API added.'''
:Do not record batch results if there are no batch results present from the batch device.


Device Server
----
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
 
Keystone REST Server (KServer)
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
:'''External AICrete API: New API for interfacing with AICrete.'''
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.


===General===
[[Release Notes for Keystone 5.3.x]]


Setup
[[Release Notes for Keystone 5.2.x]]
:'''Now supports installing on Windows 11 for ARM (experimental.)'''


System Option Maintenance
[[Release Notes for Keystone 5.1.x]]
:'''Add search window to help locate system options.'''


----
[[Release Notes for Keystone 5.0.x]]


[[Release Notes for Keystone 4.7.x]]
[[Release Notes for Keystone 4.7.x]]

Latest revision as of 00:17, 9 October 2026


NOTE: Items in bold type are NEW features.

Release 5.4.2.0 - 10/8/2026

Dispatch Module

Order Maintenance

When copying an order, the Plant Id will now be filled in with the current order's Plant Id.
Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.
A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)
Widen Plant Id field so all three characters are visible.


Schedule

Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.
Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)


Ticketing Module

Order Maintenance

Widen Plant Id field so all three characters are visible.


Accounts Receivable Module

Edit Product Transactions

New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)


Job Price Maintenance

Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)


Cash Management Module

Cleared Transaction Report

Fix detail report to include transaction amount for void check transaction types.


Services

Device Server

Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.

Release 5.4.1.0 - 9/23/2026

Dispatch Module

Order Maintenance

Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
Fix issue where you could add/delete products on an order that is locked by another user.
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Truck Demand Graph

Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)


Ticketing Module

Order Maintenance

Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.


Order Stack

Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Accounts Receivable Module

Job Price Maintenance

Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only include trucks assigned to dispatch plants.


Order Maintenance

Now supports custom mix design by order (contact support if you need this feature.)
Allow editing of order with incorrectly specified %/Qty Sold tax column.
Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.


Schedule

Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.


Ticket Printing

Send custom mix design to batch control from job/order if specified.
Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)
Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Truck Demand Graph

The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.
The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
The minimum Slot Length is now 1 minute.
Fixed the Delivery Time labels so they always reflect time of day.


Ticketing Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.


Order Stack

Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.


Ticket Printing

Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Accounts Receivable Module

A/R Aged Trial Balance

Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.
Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.


Cash Posting

Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.


Credit Card Pre-Approval

Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Job Price List

Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


Job Price Maintenance

Now supports custom mix design by job (contact support if you need this feature.)
Fix "Qty Open" value to properly handle jobs with only base price plant products specified.


Pre-Billing Audit List

When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.
Include fee paid in payment amount when ticket includes a payment with a fee.


Print Invoices

Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)


Products Maintenance

Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)


Sales Tax Rates Maintenance

Add "Geo State" and "Id" columns to the tax localities grid.


Ticket Inquiry

Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)


Ticket Maintenance

Add Total Water, Add Water and Color Water fields to batch weights grid.
When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.


A/R Inquiry

Cash Posting

Ticket Inquiry

Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.


Cash Posting Register

Cash Posting Register (Month End)

Add "Fee Amount" column with totals on the cash receipts register.


Product Classes Maintenance

Products Maintenance

Add "Edit Mix Design by Job/Order" checkbox.


Quote Module

Quote List

Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)


Accounts Payable Module

Email ACH Stubs

Change sort sequence of stubs in the grid to Vendor Id and Check Date.


Cash Management Module

Transaction Entry

Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

User Alerts which displays important information at program startup.
Consolidated Email, SMS and other options in the Contacts grid.


Services

Application Server

Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Device Aggregator

When processing batch results, retrieve Color Water and U/M and End Load Time if available.


Device Server

Send "Color Alias" to Keystone Batch.
Add Color Water and End Load Time from Keystone Batch when retrieving batch results.
When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.


KServer Loadout API v1

New Loadout API added.

Release Notes for Keystone 5.3.x

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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